Experience

Venteur

• United States
• Financial Services
• 1 - 100 Employee

• Broker Partnership Director

  • Jul 2023 - Present

  United States Working with brokers to successfully place ICHRA business for existing clients with challenging renewals or just tired of insuring risk and new clients that traditionally have had a difficult time getting group coverage.



United Benefit Advisors® (UBA)

• United States
• Insurance
• 1 - 100 Employee

• Director, Strategic Solutions

  • Aug 2022 - Jul 2023



benefitbay®

• United States
• Software Development
• 1 - 100 Employee

• National Accounts

  • Aug 2021 - Jul 2022

  Worked with brokers using technology to create a seamless ICHRA solution from design, implementation to compliance.



PrimePay

• United States
• Software Development
• 400 - 500 Employee

• Director, Broker Concierge Services

  • Mar 2017 - Aug 2021

  National Responsible for driving the growth of benefits and compliance services through local, regional and national employee benefit agencies. Developed and implemented key initiatives, tools, and resources for our Broker Concierge Partnership Program to add value for broker partners and strengthen relationships. Oversaw the daily operations of the HR Tech team.



UZIO Technology Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Director, Business Development

  • Jul 2016 - Mar 2017

  Reston, VA Refined broker channel strategy, product development and training to increase employee benefit SaaS platform to employee benefits brokers. Worked cross-functionally with the product development team to implement product enhancements and provide seamless client implementation.



PrimePay

• United States
• Software Development
• 400 - 500 Employee

• Regional Channel Director

  • Feb 2015 - Jul 2016

  Southern US Led the broker channel sales team for the West and South US regions. Responsible for the overall success and achievement of channel consultative sales and business objectives with the focus on outsourced HR, payroll, compliance and benefit services through a broker channel.

• Area Sales Manager, Broker Channel

  • Oct 2012 - Feb 2015

  Midwest, Northeast & Mid-Atlantic Region Responsible for leading the broker channel sales team in the Midwest, Northeast and Mid-Atlantic regions for HCM, benefit and compliance services.

• Channel Sales, Product Specialist, Benefit Services

  • Jun 2007 - Sep 2012

  Mid-Atlantic Responsible for the growth and success of the Mid-Atlantic broker channel sales market for HCM, benefit and compliance services.